Estate Planning

We provide our clients with an estate plan that helps work towards the goal of passing down a legacy to their heirs and avoiding the probate process.

Greensboro, NC 27408

Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA / SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states: FL, GA, ID ,IL, KY, MD, NC, PA, SC,,TX & VA.

*As reported by Financial Planning magazine, June 1996-2019, based on total revenue.

**No investment product mentioned here or strategy, such as diversification, asset allocation or re-balancing, can assure success or protect against loss in periods of declining values. Please note that re-balancing investments may cause investors to incur transaction costs and, when re-balancing a non-retirement account, taxable events will be created that may increase your tax liability. Past performance is no guarantee of future results.

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